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Williams-Sonoma

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
351
Lindenwold Advisors
Pennsylvania
$579K -$6.69K -110 -1%
AWS
352
Atria Wealth Solutions
New York
$575K -$30.3K -498 -5%
LNWWM
353
Laird Norton Wetherby Wealth Management
California
$571K -$24K -394 -4%
BTWM
354
Baker Tilly Wealth Management
Wisconsin
$562K -$10.1K -166 -2%
PCM
355
Parsons Capital Management
Rhode Island
$547K +$547K +8,996 New
Citadel Advisors
356
Citadel Advisors
Florida
$545K -$27.6M -453,512 -98%
KI
357
Kula Investments
Illinois
$545K +$545K +8,954 New
BAM
358
Beaumont Asset Management
Texas
$544K -$11.7K -192 -2%
TSWM
359
Triangle Securities Wealth Management
North Carolina
$542K -$4.87K -80 -0.9%
KeyBank National Association
360
KeyBank National Association
Ohio
$533K -$135K -2,212 -20%
LOAMS
361
Lombard Odier Asset Management (Switzerland)
Switzerland
$522K -$39.1K -642 -7%
Neuberger Berman Group
362
Neuberger Berman Group
New York
$496K +$24.1K +396 +5%
PC
363
Prairiewood Capital
North Dakota
$494K +$2.31K +38 +0.5%
SCM
364
Schnieders Capital Management
California
$486K
TCM
365
Tandem Capital Management
New Jersey
$457K
SAM
366
Silvercrest Asset Management
New York
$450K
Impax Asset Management Group
367
Impax Asset Management Group
United Kingdom
$448K +$448K +7,372 New
DF
368
Donoghue Forlines
Massachusetts
$447K -$582K -9,560 -57%
ACP
369
Aviance Capital Partners
Florida
$442K +$8.76K +144 +2%
Mariner
370
Mariner
Kansas
$440K +$115K +1,882 +35%
RJT
371
Raymond James Trust
Florida
$436K +$74.7K +1,230 +21%
CNBT
372
Canandaigua National Bank & Trust
New York
$433K +$433K +7,126 New
PFO
373
Pathstone Family Office
New Jersey
$427K -$556K -9,098 -57%
CL
374
CSS LLC
Illinois
$426K
CA
375
Clearstead Advisors
Ohio
$425K +$425K +6,990 New